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How can I check if workflow automation has worked?
How can I check if workflow automation has worked? I have set up so an introduction email is sent to all newly created contacts, however I can't find a way to check an email has been sent, so I am tempted to manually send an email with the possibility of them receiving 2 identical emails.
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Can Pipedrive pull in emails from O365 and create contacts?
Hi, Our company has a sales inbox at a corporate O365 email account. Prospects email it directly. I am trying to automate the creation of a new person, deal, and activity when we receive emails to that inbox. What is the best way to do this? I am experimenting with forwarding to the universal bcc address but without any…
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Help creating automation to auto send email 3 days after deal is created
Hi! I'm new to pipedrive and need help setting an automation. We're schedule to launch a LI campaign on Monday. Once the the form is submitted via LI, I have the automation set to create a person and a deal. I need to create an automation to send an email, based on a template, three days after the deal is created. Can…
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HI!
I have an Automation question :
I have 2 Zaps running from Facebook to Pipedrive.
- first one
HI! I have an Automation question : I have 2 Zaps running from Facebook to Pipedrive. - first one creates deals in Pipedrive from Facebook Lead Ads - second one creates a Person in Pipedrive from the same Facebook Lead Ad The problem: the Person is not linked to the Deal in Pipedrive. Do you know how to link a Person to a…
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Notification emails to external people
Hey, Looking to see if there's a way to let the wider company know when something hits a certain stage - e.g. deal won! I can only see how to send it to people who have pipedrive login accounts - am I missing something?
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Suggestion for pipedrive
As we are an ecommerce business and mainly sell online we are finding ways on making the majority of our tasks automatic. However, it is becoming quite difficult with pipedrive, It would be great if pipedrive had the ability to remove units from the set stock count by incoming orders and the quantity in which have been…
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I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is
I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is created. In some way the structure of these products is the deal is different each time you create a new deal (despite the fact that the sequence is configured correct in the automation). Is there a way to force the…
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I would love this function: auto assign person when deal get's assigned
everytime I assign a deal to my sales guy, I want the person connected to that deal to be assigned automatically https://www.loom.com/share/8c54af79d6484be8a8cdd75e5292f8fd
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Automatic Sales Cadence
I'm trying to figure out how to incorporate a sales cadence and set to "auto pilot" for 1) task reminders 2) emails 3) social reminders. Any thoughts for a tool within pipedrive. Not looking to purchase another solution, but would be open to separate solution that incorporates to Pipedrive.
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How do you imagine the latest advances in automation will change your business?
In recent years, we’ve seen a surge in automation technology. What’s become abundantly clear to us in that time is that automation can enhance the sales success of any sales team when utilized effectively. But the usefulness of automation and its ever-evolving abilities still divides experts. Ryan Stewman, CEO of Hardcore…
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Itemising Activity Triggers
I've created the below trigger, however when more than one 'supplier' is selected in the deal, it groups the suppliers together in one activity, also below. I need one separate activity to appear for each supplier, how do I do this please?
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Automazione Pipedrive: aggiunta nome Cliente o titolo Offerta
Ciao sono riuscito a impostare il trigger per far partire l'automazione e segnalare che è stato preso un ordine ma non capisco se è possibile includere nella mail il titolo della quotazione/offerta. Mi arriva quindi l'avviso che ho preso un ordine ma non capisco quale. Stesso discorso per questa automazione, nuova scheda…
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Hello Pipedrivers! I am glad to join this community! Would like to know:
Hello Pipedrivers! I am glad to join this community! Would like to know:
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How are you tailoring your marketing automation messaging for Covid-19?
For customers to feel reassured, supported and engaged with your business during the Covid-19 crisis, all marketing automation messaging they receive needs to reflect and be relevant to current events. Failing to update your email marketing campaigns, especially those triggered by automation, can send a negative message to…
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Email triggers
I think email triggers would be very useful in Pipedrive - for instance, when an email is bcc'd into Pipedrive (with a quote attached or similar), it creates a new deal against that contact. This would save a lot of time adding a deal and automate the creation of deals. The workflow automation could then create a call to…